Global Custody Management Analyst

Fisher Investments

4.1

(21)

Plano, TX

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2025-16138

    Position summary

    rimary business contact and communication channel to the custodian while working to align and prioritize project tasks to ensure successful implementation. This is an opportunity to work in a highly visible role where you will get to lead and support a variety of projects. You will report to a Custody Management manager, who will provide support and development opportunities.

    The Day-to-Day:

    • Serve as the primary relationship contact for Fisher and your assigned custodians

    • Lead relationship management calls with custodian managers

    • Proactively manage custodian relationships to ensure they provide exceptional service to Fisher and our clients

    • Identify and implement process improvements for better operational efficiency

    • Monitor custodian performance through both qualitative and quantitative measures

    Your Qualifications:

    • 3-5 years of experience working in a project management capacity or working on large scale projects in the financial services space

    • Experience managing B2B relationships

    • You enjoy defining problems and creating solutions

    • Excel at managing complexity, independently prioritizing, and navigating ambiguity

    • You excel at communication and collaboration

    Why Fisher Investments:

    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

    • 100% paid medical, dental and vision premiums for you and your qualifying dependents

    • A 50% 401(k) match, up to the IRS maximum

    • 20 days of PTO, plus 10 paid holidays

    • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

    • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.